Microsoft Office integration

Microsoft Office integration

Overview

This article will cover how to install the Microsoft Office (MS Office) plugin.

Please close all Microsoft Products i.e. Word, Excel etc. before beginning the download & installation

This is currently only available for Windows-based machines. This plugin is not compatible with Mac or Chromebook machines. Please contact Support if this is an issue, and we will register your details for possible future enhancements

Step 1. Downloading & installation of the plugin

  1.  The MS Office plugin is available for download from the Admin > Report Templates page. 


 

  1. Click on the Download MS Plugin button to begin the step process. The following screen will be displayed with information regarding downloading and installing the plugin.


  2. Click  Download MS Plugin to commence the download. The MSCloudoffis_Setup.zip file will be downloaded



  3. Extract the contents of the zip file. The extracted folder will contain two files



  4. Double-click the MS Cloudoffis_Setup file to run the installer.

    Depending on your machine's security settings, you may get the following message when running the installer.

    To continue, click the More info link, then click Run anyway to continue



  5. The setup wizard will commence.
    Click Next to continue.



  6. Choose the installation path.


    For a shared machine, you can choose to install the plugin just for the logged in user, or for any user on the machine.

    Click Next to continue.

  7. The Confirm Installation screen will appear. Click Next to continue.



  8. The installer will commence.



  9. The Installation Complete screen will be displayed when the installer has finished.



    Click Close
  10. To verify successful installation open MS Word and check the Cloudoffis tab is present on the right of the View menu on the menu bar.



Step 2. Generate MS Office Authentication

  1. Open Cloudoffis Auditomation, then go to your user Profile and to the MS Office Authentication tab 


  2. Click Generate Credential A unique password will be generated for your login.
  3. This password will be required when saving your first MS Office document in Cloudoffis Auditomation


Step 3. Finalising the Authentication within Cloudoffis Auditomation

Step 2. Generate MS Office Authentication has to be completed before continiung 


To finish the authentication process, you will need to create (or edit) and save a Word template from Auditomation.
  1. From Admin > Report Templates create a new Word template from the Templates tab, by clicking the Create Template button.


You will note there are now two tabs, one for Report Templates, the other being Legacy Templates. Your old HTML based templates now reside under this Legacy Templates tab. These can no longer be edited, but can be viewed and PDFs generated if required. You can also no longer create templates using the Legacy editor.
  1. For this example, we will create a Trustee Representation Letter from the Pre Audit Template selections. For a full guide of creating and using the new Word templates, please click here for further details



  2. Click Create to create the editable template. The Trustee Representation Letter is created



  3. To finalise the authentication, click the Edit in MS-Office icon
    This will download the document locally
The next step will require you to use your MS Office Authentication password that was created previously. This is found in your Profile details under MS Office Authentication


  1.  Open the template in Word. Click on Save in Word you will then be prompted for your Cloudoffis credentials.                                           

The window will only pop-up once for entering the credentials
If this part is not completed MS Plugin will not work
If Credentials have not been entered you will have to uninstall, restart the system and install again see  Troubleshooting Microsoft Office Plugin installation issues

  1. Enter your Cloudoffis username and MS Office Authentication password, then click Login



    NOTE: The Password required is your MS Office Authentication password, not your regular username password. This can be accessed from your Profile
      

  2. Your credentials will now be saved
  3. Continue editing your template as required. When done, click the Save icon to save the edits to Cloudoffis.
    The following message will appear to confirm saved successfully.

    Click OK to continue, then close Word.

Troubleshooting

For further assistance with the installation, and troubleshooting, please refer to this article



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